Recently, Tesla launched its first large-scale recall in 2022 in China.
According to the announcement of the State Administration of market supervision on February 18, Tesla (Shanghai) Co., Ltd. filed a recall plan with the State Administration of market supervision in accordance with the requirements of the regulations on the administration of recall of defective automotive products and the measures for the implementation of the regulations on the administration of recall of defective automotive products.
According to the recall announcement, Tesla (Shanghai) Co., Ltd. will recall 26047 domestic model 3 (12003 vehicles) and model y (14044 vehicles) electric vehicles produced from December 28, 2020 to January 15, 2022.
from the small movement of the electronic expansion valve of the heat pump
The reason for this recall is that the heat pump electronic expansion valve of some Tesla vehicles will move slightly during positioning, because the software (version 2021.44 to 2021.44.30.6) has no correction function, which may cause the valve to partially open and the heat pump compressor to stop working for a long time, resulting in the failure of the heating function in the vehicle.
Under the above conditions, especially when the temperature outside the vehicle is lower than minus 10 ℃, the operation of the windshield defrosting system can not reach the defrosting effect specified in relevant national regulations, and the decline of defrosting function has an adverse impact on the driver’s field of vision, which increases the possibility of collision risk when the vehicle is driving in cold weather, and there are potential safety hazards.
In view of the above defects, Tesla (Shanghai) Co., Ltd. will upgrade the software for the vehicles within the recall scope through the vehicle remote upgrade (OTA) technology, and users can complete the recall without going to the store; For vehicles that cannot be recalled through OTA technology, Tesla (Shanghai) Co., Ltd. will contact relevant users through Tesla service center to upgrade software for vehicles free of charge, so as to eliminate potential safety hazards.
It is worth noting that Zhejiang Sanhua Intelligent Controls Co.Ltd(002050) as a leading listed company in the field of electronic expansion valve products in China, previously announced to supply Tesla
“It’s not a fatal problem, but it’s a test in winter.” A senior automotive technology expert told the reporter of Shanghai Securities News that from the technical level, it is the first cold winter season Tesla experienced in China after mass production at the super factory in Shanghai. A large number of new cars need to run in many details that can not be ignored in the process of use. From the recall announcement, the number of domestic model 3 and model y models recalled by Tesla this time exceeds 26000, but most of them can be solved through OTA remote upgrade. In the past, Tesla has also solved product defects through Ota.
intelligent electric vehicles need to reduce the use cost
This is not Tesla’s first recall in the Chinese market recently. According to the data disclosed on the website of the State Administration of market supervision, this is Tesla’s third recall of domestic electric vehicles since December last year. The previous two times were as follows: on December 3, 2021, Tesla (Shanghai) Co., Ltd. recalled some domestic model y electric vehicles, a total of 21599, mainly involving steering knuckle problems. On December 31, 2021, Tesla (Shanghai) Co., Ltd. recalled some domestic model 3 electric vehicles, a total of 144208, mainly involving the trunk cover.
In addition, the National Highway Traffic Safety Administration (NHTSA) has launched an investigation into Tesla’s “ghost brake”, which led to the decline of Tesla’s share price.
“Intelligent electric vehicles represented by Tesla need to actively optimize products in the Chinese market, pay attention to training users and reduce use costs.” Some automobile industry experts told reporters that with the electric and intelligent automobile revolution, more and more Chinese traditional fuel vehicle users and new users of the first car began to choose intelligent electric vehicles.
According to the data, Tesla’s sales volume in the Chinese market has reached record highs for many times. In 2021, Tesla delivered 936000 new cars worldwide, with a year-on-year increase of 87%, of which 484000 were delivered by Tesla’s Shanghai Super factory, with a year-on-year increase of 235%, accounting for 51.7% of Tesla’s total global delivery, becoming Tesla’s first single market in the world.
On the other hand, the premium of intelligent electric vehicles represented by Tesla rose sharply due to the use failure and the launch of new energy exclusive vehicle insurance at the end of last year. Many auto insurance of Tesla models increased by more than 100%, the highest auto insurance of Xiaopeng automobile increased by about 50%, and the premium of ideal and Weilai automobile also increased. Tesla owners reported that the premium of Tesla Model3 P model on the official website was about 8000 yuan, but now it is 18000 yuan on the official website.
Some people in the property insurance industry said that the insurance policy cost of Shanxi Guoxin Energy Corporation Limited(600617) automobile is mainly reflected in two aspects: one is that the maintenance is too expensive, and the other is that the accident rate is relatively high. At present, the loss ratio of new energy vehicle insurance generally exceeds 85%, and the industry is facing great underwriting loss pressure.
